Our storyWhat we doTeamINSIGHTSContact
Log in
Log in
Log in
Log in
Back to insights
View all insights

Bassline Episode 20

Podcast

In this episode of Bassline, David Wallace speaks with Lance Peltz about the global economic landscape, focusing on recent developments in the United States and their wider impacts. They examine President Trump’s economic policies, particularly the uncertainties created by tariffs and their effects on markets, businesses, and global trade. The conversation explores how this uncertainty shapes investment strategies, highlighting the importance of disciplined, long-term decision-making despite short-term volatility.

David and Lance also discuss significant macroeconomic shifts, including globalisation’s retreat into regional trade blocs, evolving relationships between the US, China, and Europe, and their implications for financial stability and investment planning. Additionally, they touch on the UK’s economic position amidst global tensions, exploring Brexit’s long-term effects and the economic strategies emerging under Keir Starmer’s leadership.

Join them for an insightful conversation offering valuable perspectives for investors, market observers, and anyone looking to understand today’s rapidly changing economic environment.

Explore Our Latest Insights

Stay informed with our recent articles and updates.

View more insights
View all insights
Investment updates

Initial impact of the US-Iran conflict

Over the weekend (and continuing as we type), the United States and Israel launched coordinated military strikes against Iran, targeting missile infrastructure, air defence systems and senior political and military leadership.
Podcast

Bassline Episode 24

In this special episode, the roles are reversed as Adrian takes the interviewer’s seat to speak with Dave about a subject that is both deeply personal and increasingly relevant: neurodiversity, late ADHD diagnosis, and the profound impact this can have on our relationship with money. Dave reflects on being diagnosed with ADHD later in life, prompted initially by his children’s experiences and a growing realisation that many lifelong patterns finally had an explanation.
Investment updates

Q4 2025 Market Commentary

Markets ended the year in a buoyant mood, with further gains in the fourth quarter meaning that most equity markets finished 2025 at or near all-time highs having made double digit returns. Bond markets also made modest gains, and the standout performer was precious metals, led by silver. One of the surprises was that the US equity market was among the year’s laggards, with returns for UK investors further reduced by US dollar weakness.
Podcast

Bassline Episode 23

In this special Budget edition of Bassline, Dave is joined by Adrian and Lance for a frank, occasionally exasperated, unpacking of what was billed as one of the most hyped UK budgets in years. That hype, they agree, was largely fuelled by weeks of political kite-flying, leaks, reversals, and noise. When the moment finally arrived, the reality felt underwhelming.
View all
Award-winning financial planners who put people at the heart of every plan
Chat to us
3 Moorgate Place
London
EC2R 6EA
0203 307 9090
info@cavendishware.co.uk
LinkedIn
Privacy Policy
Legal Information
© 2024 Cavendish Ware. All rights reserved.
Brand and website by Penta Studio